Expert perspective. Innovative strategy.

Allen Capital Group is a wealth management firm offering our clients comprehensive and unbiased portfolio management, estate and tax planning, and risk management services.
Above all, client services are our specialty.

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We Provide Simple Solutions to Complex Issues

Personal finances can be complex and difficult, but they do not have to be. Our clients rely on us for estate planning, tax planning, retirement planning, investment management services, and much more. Think of us as your mission control for wealth management.

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Independent for a Reason - You

We are independent to serve you. We pledge allegiance to our clients – not a bank, brokerage firm, or specific mutual fund company. We are client focused, and as a Registered Investment Advisor, we are bound to act as fiduciaries on behalf of our clients. Always. That’s what makes us different: You.

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We Manage Risk to Provide You Stability

The stock market can be an emotional rollercoaster. We help filter out the noise and provide you with a disciplined, consistent, and realistic approach to investing that aims to provide you with capital appreciation through capital preservation.

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What is your risk number?

Capture your risk tolerance and see if your portfolio fits you.

What's Your Plan?

We believe that financial planning is the foundation that your retirement is built on. Our financial planning services are built on trust, transparency, and accountability. Our team of experienced professionals will construct a personalized plan that gives you the peace of mind to realize your dreams.

Allen Capital GroupThe CARES Act was enacted into law affecting most of our clients – now what? We explore some actions you should co… https://t.co/lEu2SpV5Hp
Allen Capital GroupThe CARES Act affects everyone in some form or fashion. Here is some information you need to know. If you have any… https://t.co/Xq8LWwUrmZ
Allen Capital GroupJennifer Cook and Mark Allen talk about the value behind having Wealth Management & Accounting under one roof.… https://t.co/uKFM6zoQ6w
Allen Capital GroupHere is a chance for you to get to know our Senior Wealth Advisor, Kent Koch!!!!! #ACGspotlight https://t.co/oreddZwfYU via @YouTube
Allen Capital GroupShane Wissmann, CFP® Senior Wealth Advisor talks about some of the key provisions from the SECURE Act. #taxreformhttps://t.co/xA28NYmYID
Allen Capital GroupAfter strong performance in 2019, what lies ahead for markets in 2020? Travis Portwood and Mark Allen discuss the f… https://t.co/Q5ATbma41v
Allen Capital GroupWishing you a Merry Christmas and Happy Holidays from everyone at Allen Capital Group!!! https://t.co/9mhioxeiOF
Allen Capital GroupCheck out our Quarter 2: 2018 Commentary https://t.co/WrIaA5ECow
Allen Capital GroupHow much money do you really need to live a happy life? https://t.co/CmgOYcM9nq https://t.co/wDOSTCABvd
Allen Capital GroupIt's hard to avoid using your credit card online. Here's how to stay safe: https://t.co/b2n6Jdfk4U https://t.co/a2CyfBFF8W

In the Know.

We conduct a lot of research about these items:

  • market trends and products
  • investment regulations and concepts
  • ways we can improve our services and offerings for our clients.

Periodically, we share these findings here on our blog. If you are interested, please use the link below.

In the Know

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The Services You Expect

From financial planning to tax preparation, our clients’ interests always come first.

  • Financial Planning
  • Portfolio Management
  • Estate Planning
  • Tax Preparation & Filing
  • Risk Management

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